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Top trades for 2024 encircle Big Tech, but not so much the stocks, Bank of America says
December 01, 2023
Washington warily eyes the death of the Chinese economic ‘juggernaut’
November 28, 2023
The ‘beating heart’ of the economy may be ready to trigger a recession, says this strategist
August 31, 2023
After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.
August 29, 2023
China stocks climb after authorities attempt to lure investors with stock tax cut, other moves
August 28, 2023
‘This is no longer a buy-the-dip market.’ Why this Goldman Sachs veteran is worried about the stock market.
August 17, 2023
Fund managers are the least bearish in more than a year, says Bank of America, wiping out a buy signal.
August 15, 2023
‘Years to recover.’ Country Garden shares slump 18% after Morgan Stanley downgrade, bonds suspended
August 14, 2023
China ETFs jump as overseas investors flock back to Chinese assets after Beijing vows more measures to boost economic recovery
July 25, 2023
Wall Street’s crystal ball is broken: Why financial markets’ big bet on China’s economic boom is going all wrong
June 26, 2023
Here’s who will drive a China stock comeback, according to veteran investor Mark Mobius
June 16, 2023
Hang Seng nears bear market as China manufacturing slows; JPMorgan says ‘the consumer might not get stronger.’
May 31, 2023
‘Deep, lingering, persistent’ skepticism over China’s growth potential is keeping global financial markets from embracing its reopening
April 19, 2023
Investors looking for further proof of a ‘credit crunch’ just got it, says this strategist.
April 10, 2023
Wall Street’s bet on a Fed rate cut by September is all wrong, says inventor of bond market volatility gauge
March 07, 2023
Latest data on services and factory activity show China’s economy rebounding from pandemic doldrums
January 31, 2023
This newsletter editor has been recommending stocks and bonds this year and says the rally has room to run
January 31, 2023
Time to short Goldilocks? Why this major bank’s strategist is now turning cautious.
January 30, 2023
Foreign investors flock back to Chinese stocks as disruption from China’s reopening fades faster than many expected
January 19, 2023